Advisor profile


My approach

What you can expect when you work with me

At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.
When you work with me, you receive:

· 1:1 financial advice based on your goals and needs.

· Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.

· Regular meetings to review your goals, progress and investments.

· Anytime access to your investments and digital tools to help you stay on track.

Feel confident about your financial future.

Areas of focus

  • Tax Planning Strategies
  • Family Finances
  • Investments
  • Investment Management
  • Insurance
  • Retirement Income Strategies
  • Saving for Education
  • Cash Flow Management Strategies

Qualifications

  • Series 7 - General Securities Representative Examination
  • Series 66 - Uniform Combined State Law Examination
  • Life and Health Insurance License

Education

  • Bachelor of Science, Business Management, Montclair State University, Montclair, NJ
  • MBA, Business Administration, Montclair State University, Montclair, NJ

Interests

I enjoy spending time with friends and family. I live in Verona with my wife Jessica and my two boys and daughter. I love spending the weekends being active and enjoying the time watching my kids participate on their numerous sports teams. I am also an avid golfer and appreciate any opportunity I can to work on lowering my handicap, as well as staying active in my weekly adult hockey leagues. I also have a strong passion for all things food related and enjoy the many local restaurants that this area provides and when not eating out I enjoy cooking new and exciting meals for friends and family.

Community participation

  • Seton Hall Prep Fathers Club
  • Holy Spirit Food Pantry
  • Verona Youth Volunteer Lacrosse Coach